$62,093
Avg. Salary
$22.59
Avg. Hourly Rate

Average additional compensation:

$6,522

Bonus

$4,000

Profit Sharing

What am I worth?
How should I pay?

The average pay for a Portfolio Analyst is $22.59 per hour.

The average pay for a Portfolio Analyst is $62,093 per year.

10%
$16.98
10%
$22.59
50%
$37.32
90%
90%
MEDIAN $22.59
10%
$44k
10%
$62k
50%
$89k
90%
90%
MEDIAN $62,093
$44,206 - $88,955
$44K
$62K
$89K
MEDIAN: $62,093
10%
50%
90%

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$16.98 - $37.32
$17
$23
$37
MEDIAN: $22.59
10%
50%
90%

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$0$100K
Salary $44,206 - $88,955
Bonus $1,967 - $20,426
Profit Sharing $1,004 - $12,280
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$44,295 - $100,096
  • Country: United States
  • Currency: USD
  • Updated: 17 Apr 2019
  • Individuals Reporting: 604
Hourly Data $0$57
Hourly Rate $16.98 - $37.32
Overtime $27.13 - $57.00
Annual Data $0$100K
Bonus $1,967 - $20,426
Profit Sharing $1,004 - $12,280
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$44,295 - $100,096
  • Country: United States
  • Currency: USD
  • Updated: 17 Apr 2019
  • Individuals Reporting: 39

Job Description for Portfolio Analyst

A portfolio analyst holds an advanced position in finance. The duties of the portfolio analyst vary greatly according to the specific needs of their employer and industry, but these professionals are generally responsible for using appropriate investment tools to carefully prepare reports and detailed analysis on portfolios. They are in charge of conducting research on economic and business interests, as well as remaining up to date on all industry and legal changes or any other matters which may affect the portfolio. Individuals in this position also maintain records and databases, communicate with clients, and perform industry-specific duties. Portfolio analyst positions frequently require extensive use of investment software and systems specific to the company. The portfolio analyst often works as part of a team and may report to the portfolio manager.

Read More...
Portfolio Analyst Tasks
  • Create asset allocation studies, and test or confirm assumptions or constraints in the client profiling process.
  • Respond to customer request and coordinate meeting materials for client meetings.
  • Facilitate account result and funds investment.
  • Research investment solution suite, and make recommendations for enhanced investment solutions.

Popular Employer Salaries for Portfolio Analyst


Common Career Paths for Portfolio Analyst


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Portfolio Analysts often transition into Portfolio Manager positions, for which compensation tends to be much higher. On average, Portfolio Managers earn $90K per year.

Portfolio Analyst Job Listings

Popular Skills for Portfolio Analyst


Survey results suggest that Portfolio Analysts put a wide range of professional skills to use. Most notably, skills in Performance Analysis, Investment Management, Microsoft Excel, and Portfolio Management are correlated to pay that is above average. Those listing Financial Modeling as a skill should be prepared for drastically lower pay. Financial Reporting and SAS also typically command lower compensation. Those familiar with Financial Analysis also tend to know Portfolio Management.

Pay by Experience Level for Portfolio Analyst

Pay by Experience for a Portfolio Analyst has a positive trend. An entry-level Portfolio Analyst with less than 5 years of experience can expect to earn an average total compensation of $61,000 based on 261 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Portfolio Analyst with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $70,000 based on 72 salaries. An experienced Portfolio Analyst which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $80,000 based on 22 salaries. A Portfolio Analyst with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $67,000 based on 5 salaries.

Pay Difference by Location

27%

11%

-11%

-11%

-16%

-22%

National Average: $66,704

Larger city markers indicate a job is popular in that location.

With a pay rate for Portfolio Analysts that is 30 percent greater than the national average, New York offers a comfortable salary for those in this profession. Portfolio Analysts will also find cushy salaries in San Francisco (+20 percent), Los Angeles (+18 percent), Boston (+13 percent), and Princeton (+4 percent). The lowest-paying market is St. Louis, which sits 23 percent below the national average, proving that location is a significant contributor to overall pay. Not at the bottom but still paying below the median are employers in Dallas and Indianapolis (22 percent lower and 21 percent lower, respectively).

Related Job Salaries

Key Stats for Portfolio Analyst

Gender

Female
32 %
Male
68 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 126 votes.
Less than 1 year
11%
1-4 years
55%
5-9 years
23%
10-19 years
9%
20 years or more
2%

Experience Affects Portfolio Analyst Salaries

▲20%

▲4%

Late-Career
▼0%

National Average
$67,000

▼9%

Skills That Affect Portfolio Analyst Salaries

Performance Analysis
▲8%


National Average
$67,000





SAS
▼8%

Financial Reporting
▼8%

Financial Modeling
▼25%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 126 votes.

Gender

Female
32 %
Male
68 %

Years of Experience

Less than 1 year
11%
1-4 years
55%
5-9 years
23%
10-19 years
9%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 88%
dental benefits
Dental: 77%
vision benefits
Vision: 69%
no benefits
None: 11%